+1.1%
MELI vs SWKS
-52.0%
+53.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.5% | -3.3% |
| 7D | -1.9% | +11.8% | -13.7% | -6.1% |
| 30D | +5.8% | +6.7% | -0.9% | +3.0% |
| 3M | +19.5% | 0.0% | +19.5% | +17.9% |
| 6M | +7.7% | +38.7% | -31.0% | -11.0% |
| YTD | -4.4% | +21.4% | -25.7% | -16.7% |
| 1Y | -17.9% | +2.9% | -20.8% | -23.2% |
| 3Y | +34.9% | -16.4% | +51.3% | +23.9% |
| 5Y | +1.1% | -51.2% | +52.2% | +35.3% |
| All | +1.1% | -52.0% | +53.0% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SWKS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling